ActiveDisclosure

ActiveDisclosure

Donnelley Financial Solutions
VerityESG

VerityESG

Verity
+
+

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About

Affordable SEC filing and ESG reporting software from the leading SEC filing agent. Faster, smarter, and more secure, ActiveDisclosure enables real-time collaboration and accurate XBRL SEC reporting from pre-IPO to going public & beyond to facilitate your financial reporting and deal documents. Centralize your ESG data & simplify your financial reporting. Accelerate your proxy report with design-on-demand & automated workflows.
Easily create eye-catching branded presentations and PowerPoint decks directly in ActiveDisclosure. With unparalleled support from DFIN experts, get the affordable SEC filing and ESG reporting software you need without extra add-ons and hidden costs. We make innovating easy and intuitive. Our certifications will put you on a pathway to learning more about the software so you can become an expert in multiple facets of SEC reporting and the ActiveDisclosure software itself.

About

Bring speed, clarity, and cohesion to ESG & impact investing with the only purpose-built ESG engagement tracker for asset managers. Build the narrative & demonstrate stewardship in the fewest steps possible with a purpose-built solution for sustainable investing, IR, and compliance teams. Avoid data silos & inefficiencies of spreadsheet-based tracking. Centralize proprietary & 3rd party data for faster outcomes. Unburden SI, IR, & compliance teams of cumbersome reporting. Standardize practices & sign-offs to easily provide disclosures & reports. Ready out of the box. Customize to fit your process. Scale with the only purpose-built solution for asset managers. Teams view individual engagement stories and track the entire engagement lifecycle, from objective to meeting to proxy to the outcome, all in one place. Report by portfolio, indicator, timeframes, and any data points relevant to your engagement reporting. Show that you are adhering to regulatory requirements.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Teams and enterprises seeking a solution to manage and optimize their financial reporting operations

Audience

Asset managers seeking a solution to track engagement and improve their reporting processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Donnelley Financial Solutions
Founded: 1983
United States
www.dfinsolutions.com/products/activedisclosure

Company Information

Verity
United States
verityplatform.com/platform/verityesg/

Alternatives

Alternatives

Certent DisclosureNet

Certent DisclosureNet

insightsoftware
ZeroPoint

ZeroPoint

CheckSammy
CCH Tagetik

CCH Tagetik

Wolters Kluwer

Categories

Categories

ESG

Integrations

Microsoft PowerPoint
Affinity
Box
Evernote
LSEG Due Diligence Centre
MSCI Real Estate Enterprise Analytics
Microsoft Excel
Microsoft OneDrive
Microsoft OneNote
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
Microsoft Word
Salesforce
Slack

Integrations

Microsoft PowerPoint
Affinity
Box
Evernote
LSEG Due Diligence Centre
MSCI Real Estate Enterprise Analytics
Microsoft Excel
Microsoft OneDrive
Microsoft OneNote
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
Microsoft Word
Salesforce
Slack
Claim ActiveDisclosure and update features and information
Claim ActiveDisclosure and update features and information
Claim VerityESG and update features and information
Claim VerityESG and update features and information